Purchases and Sales Made in Q2 2024 in Ishares Trishares 0 3 Mnth Tre (SGOV)
This table provides information about the institutional ownership of Ishares Trishares 0 3 Mnth Tre (SGOV) during Q2 2024. The information is specifically focused on institutions that hold shares of ISHARES TRISHARES 0-3 MNTH TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 2.96% |
$100K - $101K
|
32.8K
$3.28M
|
|
|
Jul 16, 2024
Q2 2024
|
Friedenthal Financial
|
SELL
|
- |
-1.03K- 18.76% |
$104K - $104K
|
4.48K
$449K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.07K- 99.91% |
$107K - $108K
|
1
$100
|
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1.07K- 22.73% |
$107K - $108K
|
3.64K
$364K
|
|
|
Aug 13, 2024
Q2 2024
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-1.12K- 27.18% |
$112K - $113K
|
3K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.15K- 3.44% |
$115K - $116K
|
32.3K
$3.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.21K- 32.02% |
$121K - $122K
|
2.56K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.21K- 19.2% |
$122K - $122K
|
5.11K
$512K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
SELL
|
- |
-1.22K- 2.63% |
$122K - $122K
|
45.1K
$4.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.4K- 46.17% |
$140K - $141K
|
1.63K
$163K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.43K- 39.42% |
$143K - $144K
|
2.19K
$219K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.5K- 7.86% |
$151K - $151K
|
17.6K
$1.76M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-1.52K- 70.02% |
$153K - $153K
|
652
$65.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-1.53K- 12.98% |
$154K - $154K
|
10.3K
$1.03M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.59K- 2.26% |
$159K - $160K
|
68.7K
$6.88M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.66K- 60.69% |
$166K - $167K
|
1.08K
$108K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.71K- 26.13% |
$171K - $172K
|
4.82K
$483K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.73K- 13.29% |
$174K - $174K
|
11.3K
$1.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.76K- 6.2% |
$177K - $178K
|
26.7K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2K- 4.61% |
$200K - $201K
|
41.3K
$4.14M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.01K- 17.69% |
$202K - $203K
|
9.37K
$939K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.16K- 6.56% |
$217K - $218K
|
30.8K
$3.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.28K- 21.93% |
$229K - $230K
|
8.12K
$813K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.31K- 18.29% |
$232K - $233K
|
10.3K
$1.04M
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-2.35K- 1.83% |
$236K - $237K
|
126K
$12.6M
|
|
|
Jul 17, 2024
Q2 2024
|
4 J Wealth Management LLC
|
SELL
|
- |
-2.5K- 47.85% |
$251K - $252K
|
2.73K
$273K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-2.65K- 2.48% |
$265K - $267K
|
104K
$10.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.67K- 6.48% |
$268K - $269K
|
38.5K
$3.86M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2.77K- 1.94% |
$278K - $279K
|
140K
$14M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-2.78K- 6.73% |
$278K - $280K
|
38.5K
$3.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.04K- 56.63% |
$305K - $306K
|
2.33K
$233K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-3.64K- 53.8% |
$365K - $367K
|
3.13K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-3.75K- 64.61% |
$376K - $378K
|
2.05K
$206K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.88K- 9.65% |
$389K - $391K
|
36.3K
$3.64M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.92K- 17.96% |
$393K - $395K
|
17.9K
$1.79M
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.01K- 12.34% |
$402K - $404K
|
28.5K
$2.86M
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.31K- 4.31% |
$432K - $434K
|
95.8K
$9.59M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-4.57K- 52.51% |
$459K - $461K
|
4.14K
$414K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.89K- 8.48% |
$491K - $493K
|
52.8K
$5.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-4.9K- 14.68% |
$491K - $494K
|
28.5K
$2.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-4.93K- 79.55% |
$494K - $497K
|
1.27K
$127K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.08K- 10.1% |
$510K - $512K
|
45.2K
$4.53M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5.1K- 2.33% |
$511K - $513K
|
214K
$21.4M
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-5.33K- 0.7% |
$535K - $537K
|
761K
$76.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.54K- 2.52% |
$556K - $559K
|
214K
$21.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.6K- 9.74% |
$562K - $564K
|
51.9K
$5.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-5.7K- 6.69% |
$572K - $574K
|
79.5K
$7.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-5.73K- 28.76% |
$575K - $578K
|
14.2K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.94K- 1.05% |
$596K - $599K
|
559K
$55.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.04K- 1.12% |
$606K - $608K
|
532K
$53.3M
|